Evolve Market Insights

Will the United Auto Workers Strike Impact the US Economy?
Last week, union workers’ contracts expired without an agreement between the union and company managements on a new contract.

President Election Impacts on the Market
Though still over a year away, next year’s presidential election is already feeding into news stories and advertisements.

Q2 2023 Market Review and Outlook
After a turbulent 2022, the equity market rebounded in the first half of 2023 as the S&P 500 rose 17%.

Debt Ceiling Part 2
While today’s debt ceiling debates seem to mark a new level of acrimony and discord in Washington, they are not unlike debates our founding fathers once had.

What the Tortoise and the Hare Can Teach Us About Investing
The allure of making money overnight, whether it’s through new technology or an underappreciated growth story, is incredibly hard to resist.

Debt Ceiling Part 1
Here we go again. Democrats and Republicans are locked in a pitched battle over what used to be a fairly routine matter: raising the debt ceiling.

Is Commercial Real Estate the Next Shoe to Fall?
After many years of accelerated growth backed by low-interest rates, easy credit, and competitive lending, commercial real estate has become the latest area of concern for investors.

Markets in a Minute: Is the Banking System at Risk?
On March 10, the Federal Deposit Insurance Corporate (FDIC) officially took over Silicone Valley Bank in order to protect depositors, marking a remarkably swift end to a bank that had been in business for four decades.

Markets in a Minute: The Federal Reserve vs. Inflation
Two months into 2023, the Federal Reserve is still fighting inflation in the battle royale that began in early 2022.

Markets In a Minute: Earnings Season
With the Federal Reserve slowing its interest rate increases and inflation slowing to a tolerable level, the question remains: what can companies earn in this softer economic environment?

Turbulence Ahead: Market Review and Outlook
Now with several consecutive months of easing inflation numbers, the Fed appears to be winning the war. However, this happens just as leading indicators suggest substantial economic slowing ahead.

Secure 2.0 Act of 2022
In December of 2022 Congress passed the Consolidated Appropriations Act, 2023 which contains a large section covering retirement in the U.S. referred to as SECURE 2.0.

Markets In A Minute - Inflation
Overshadowed by mid-term elections last week, the latest tabulation of inflation was released. Despite its relative absence from the headlines, inflation is by far the more important near-term driver of both stock and bond performance.

2022 Second Quarter Review & Outlook
The second quarter was tumultuous to say the least as we officially saw the S&P 500 enter bear market territory. What are investors to do?

2022 First Quarter Review & Outlook
A bruising first quarter for stocks and bonds begs the question: Are markets signaling a recession in 2022, or a downshifting from the torrid growth of 2021?

January Market Update
As I turned the calendar from the craziness of 2020 to 2021, I had a simple request, I hoped for a boring 2021. And for the most part my wishes were answered.
Q2 2020 Letter to Shareholders
As we continue to take precautions surrounding the COVID-19 Pandemic, we look to review the second quarter of 2020. In our previous letter we discussed how most of us wished we had moved to cash prior to the COVID-19 led bear market which occurred in Feb/March of this year.
Click below to read the full letter!